Crewe Advisors LLC
SALT LAKE CITY UT · SEC CIK 0001730033
$13.80亿2026Q2 申报市值
1,135持仓数
54.3%前十大占比 · 第一大 11.7%
144 / 74新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PACS 加仓+$2,358.03万
HTZ 新建仓+$859.37万
PULS 加仓+$852.15万
IEFA 加仓+$447.71万
SPY 加仓+$322.01万
2026Q2 卖出最多 按季末市值估算
MEAR 清仓-$1,547.28万
EXXON MOBIL CORP 清仓-$420.08万
ORCL 减仓-$151.07万
IDA 清仓-$148.32万
IVV 减仓-$110.39万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $25.07万 | 0.02% | 492 | 62 | 14.4% | $3.16万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $25.07万 | 0.02% | 4,640 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $25.14万 | 0.02% | 2,611 | -445 | -14.6% | -$4.28万 | 减仓 |
| PEP | PEPSICO INC | $25.16万 | 0.02% | 1,858 | 43 | 2.4% | $5,822 | 加仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $25.44万 | 0.02% | 136,052 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $25.47万 | 0.02% | 613 | 113 | 22.6% | $4.69万 | 加仓 |
| FDX | FEDEX CORP | $25.49万 | 0.02% | 814 | 25 | 3.2% | $7,829 | 加仓 |
| VTV | VANGUARD INDEX FDS | $25.70万 | 0.02% | 1,179 | -1 | -0.1% | -$218 | 减仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $25.80万 | 0.02% | 3,009 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $25.97万 | 0.02% | 1,165 | -95 | -7.5% | -$2.12万 | 减仓 |
| ETN | EATON CORP PLC | $25.99万 | 0.02% | 610 | 73 | 13.6% | $3.11万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $26.05万 | 0.02% | 7,699 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $26.13万 | 0.02% | 3,982 | 3,771 | 1,787.2% | $24.74万 | 加仓 |
| PPL | PPL CORP | $26.43万 | 0.02% | 7,270 | 158 | 2.2% | $5,744 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $26.94万 | 0.02% | 8,843 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $27.75万 | 0.02% | 140 | 76 | 118.8% | $15.06万 | 加仓 |
| GDX | VANECK ETF TRUST | $27.80万 | 0.02% | 3,684 | 498 | 15.6% | $3.76万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.97万 | 0.02% | 563 | 63 | 12.6% | $3.13万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $28.01万 | 0.02% | 2,618 | 22 | 0.8% | $2,354 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $28.23万 | 0.02% | 8,479 | 132 | 1.6% | $4,394 | 加仓 |
| ENSG | ENSIGN GROUP INC | $28.66万 | 0.02% | 1,788 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $29.04万 | 0.02% | 6,350 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $29.17万 | 0.02% | 7,200 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $29.51万 | 0.02% | 1,439 | 120 | 9.1% | $2.46万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $29.52万 | 0.02% | 1,215 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $30.38万 | 0.02% | 1,364 | -121 | -8.1% | -$2.69万 | 减仓 |
| SHY | ISHARES TR | $30.99万 | 0.02% | 3,774 | 1,380 | 57.6% | $11.33万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.40万 | 0.02% | 2,691 | 83 | 3.2% | $9,684 | 加仓 |
| PFE | PFIZER INC | $31.42万 | 0.02% | 13,048 | 762 | 6.2% | $1.83万 | 加仓 |
| AZO | AUTOZONE INC | $31.64万 | 0.02% | 99 | 7 | 7.6% | $2.24万 | 加仓 |
| BP | BP PLC | $31.71万 | 0.02% | 8,581 | 74 | 0.9% | $2,734 | 加仓 |
| KLAC | KLA CORP | $31.92万 | 0.02% | 1,058 | 758 | 252.7% | $22.87万 | 加仓 |
| WFC | WELLS FARGO & CO | $32.38万 | 0.02% | 3,918 | 360 | 10.1% | $2.98万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $32.53万 | 0.02% | 4,701 | 3 | 0.1% | $208 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $32.58万 | 0.02% | 11,115 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $32.71万 | 0.02% | 6,623 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $32.76万 | 0.02% | 3,464 | 2,894 | 507.7% | $27.37万 | 加仓 |
| OEF | ISHARES TR | $32.78万 | 0.02% | 896 | -30 | -3.2% | -$1.10万 | 减仓 |
| ACWI | ISHARES TR | $33.14万 | 0.02% | 2,111 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $33.51万 | 0.02% | 1,961 | 1,961 | — | $33.51万 | 新建仓 |
| MDB | MONGODB INC | $33.59万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $33.62万 | 0.02% | 3,830 | 206 | 5.7% | $1.81万 | 加仓 |
| SYK | STRYKER CORPORATION | $34.81万 | 0.03% | 1,106 | 24 | 2.2% | $7,554 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $37.04万 | 0.03% | 2,360 | 972 | 70.0% | $15.26万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $37.72万 | 0.03% | 7,546 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $39.14万 | 0.03% | 9,150 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $39.33万 | 0.03% | 3,565 | 16 | 0.5% | $1,765 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $39.53万 | 0.03% | 7,374 | 192 | 2.7% | $1.03万 | 加仓 |
| GIS | GENERAL MILLS INC | $40.78万 | 0.03% | 11,718 | -83 | -0.7% | -$2,888 | 减仓 |
| MCK | MCKESSON CORP | $41.03万 | 0.03% | 543 | 13 | 2.5% | $9,823 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $41.64万 | 0.03% | 652 | 621 | 2,003.2% | $39.66万 | 加仓 |
| LOW | LOWES COS INC | $42.49万 | 0.03% | 1,927 | 19 | 1.0% | $4,189 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $42.76万 | 0.03% | 5,970 | 54 | 0.9% | $3,868 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $43.20万 | 0.03% | 8,134 | 1,912 | 30.7% | $10.15万 | 加仓 |
| IWD | ISHARES TR | $44.15万 | 0.03% | 1,821 | -58 | -3.1% | -$1.41万 | 减仓 |
| LIN | LINDE PLC | $45.04万 | 0.03% | 868 | 116 | 15.4% | $6.02万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $45.81万 | 0.03% | 7,950 | 135 | 1.7% | $7,779 | 加仓 |
| PAVE | GLOBAL X FDS | $46.33万 | 0.03% | 7,864 | 1,319 | 20.2% | $7.77万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $46.43万 | 0.03% | 926 | 68 | 7.9% | $3.41万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $46.67万 | 0.03% | 1,750 | -600 | -25.5% | -$16.00万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.96万 | 0.03% | 464 | 6 | 1.3% | $6,072 | 加仓 |
| CMI | CUMMINS INC | $48.21万 | 0.03% | 676 | 1 | 0.1% | $713 | 加仓 |
| C | CITIGROUP INC | $49.13万 | 0.04% | 3,510 | 522 | 17.5% | $7.31万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $49.14万 | 0.04% | 941 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $49.48万 | 0.04% | 1,437 | 214 | 17.5% | $7.37万 | 加仓 |
| AMGN | AMGEN INC | $49.83万 | 0.04% | 1,376 | 41 | 3.1% | $1.48万 | 加仓 |
| MCD | MCDONALDS CORP | $50.47万 | 0.04% | 1,867 | -35 | -1.8% | -$9,461 | 减仓 |
| IEI | ISHARES TR | $50.73万 | 0.04% | 4,319 | 40 | 0.9% | $4,698 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $50.75万 | 0.04% | 665 | -40 | -5.7% | -$3.05万 | 减仓 |
| APP | APPLOVIN CORP | $50.90万 | 0.04% | 988 | 78 | 8.6% | $4.02万 | 加仓 |
| SDY | SPDR SERIES TRUST | $50.93万 | 0.04% | 3,347 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $51.06万 | 0.04% | 5,072 | -425 | -7.7% | -$4.28万 | 减仓 |
| IWV | ISHARES TR | $51.72万 | 0.04% | 1,213 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $52.38万 | 0.04% | 4,458 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $52.48万 | 0.04% | 4,494 | 115 | 2.6% | $1.34万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $53.25万 | 0.04% | 11,971 | 75 | 0.6% | $3,336 | 加仓 |
| MS | MORGAN STANLEY | $53.62万 | 0.04% | 2,565 | 307 | 13.6% | $6.42万 | 加仓 |
| MMM | 3M CO | $54.01万 | 0.04% | 3,336 | 55 | 1.7% | $8,905 | 加仓 |
| ALL | ALLSTATE CORP | $55.16万 | 0.04% | 2,318 | 287 | 14.1% | $6.83万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $56.38万 | 0.04% | 7,249 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $57.30万 | 0.04% | 3,488 | 8 | 0.2% | $1,314 | 加仓 |
| QUAL | ISHARES TR | $58.46万 | 0.04% | 2,664 | 32 | 1.2% | $7,022 | 加仓 |
| AGG | ISHARES TR | $59.12万 | 0.04% | 5,973 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $60.97万 | 0.04% | 2,387 | 1,184 | 98.4% | $30.24万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $61.70万 | 0.04% | 3,889 | 104 | 2.7% | $1.65万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $63.91万 | 0.05% | 11,905 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $64.74万 | 0.05% | 6,328 | 426 | 7.2% | $4.36万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $64.91万 | 0.05% | 1,415 | 6 | 0.4% | $2,753 | 加仓 |
| GEV | GE VERNOVA INC | $65.56万 | 0.05% | 558 | 49 | 9.6% | $5.76万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $65.60万 | 0.05% | 23,681 | 966 | 4.3% | $2.68万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $66.36万 | 0.05% | 18,403 | 586 | 3.3% | $2.11万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $66.69万 | 0.05% | 7,589 | 3,587 | 89.6% | $31.52万 | 加仓 |
| EWJ | ISHARES INC | $67.74万 | 0.05% | 7,263 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $68.24万 | 0.05% | 5,391 | 30 | 0.6% | $3,798 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $68.69万 | 0.05% | 20,239 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $68.73万 | 0.05% | 3,175 | -34 | -1.1% | -$7,360 | 减仓 |
| CSCO | CISCO SYS INC | $68.97万 | 0.05% | 5,872 | 2,126 | 56.8% | $24.97万 | 加仓 |
| TXN | TEXAS INSTRS INC | $70.58万 | 0.05% | 2,368 | 112 | 5.0% | $3.34万 | 加仓 |
| BX | BLACKSTONE INC | $70.99万 | 0.05% | 6,033 | -886 | -12.8% | -$10.43万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $71.28万 | 0.05% | 1,236 | 10 | 0.8% | $5,767 | 加仓 |